How To Edit / Update existing Project Quotation/ Proposal for a project in Borg desk Workplace?
Admin Follow this step-by-step guide to edit or update existing project quotations in the Sales CRM module of Borg Desk Workplace ERP. Learn how to modify quote details, update line items, change company profile or terms, and resend revised proposals to clients easily.…
How to set Sales BOQ Prefix & Numbering system in Project Quote
Learn how to configure automatic project quotation numbers and BOQ settings in Borg Desk Workplace ERP. Set custom quotation prefixes, toggle GST and item columns, and control invoice layout to match your company format.…
How to Add / Create New Project in Project App of Borg Desk Workplace ERP?
Learn how to create and manage new projects in Borg Desk Workplace ERP using the Project App. Follow the step-by-step process to add project name, customer, deadline, assignees, and category for efficient project tracking and collaboration.…
How to Set Project Quotation Masters like Company Profile & Terms & Conditions ?
Generate customized ERP project proposals instantly with Borg Desk Workplace. Automate quotes, track revisions, and close deals faster.…
How to add or customize articles details or specification or attributes in production order of production App of Borg Desk Workplace ERP ? Can additional Fields be added ?
Easily add or customize article details, specifications, and attributes in the Production App of Borg Desk Workplace ERP. Create or edit articles, define technical specs, and add custom fields like size, fabric, model, or quality parameters. Simplify product data management and enhance accuracy across production and inventory processes.…
How to Manage Style or category Master for Articles/Product or How to add Article/product Styles in production order of Borg Desk Production App ?
Define and manage product or article styles easily with the Style Master in Borg Desk Workplace ERP. Create unique style codes, link them with products, and control design variations like size, color, and pattern. Ensure data consistency, simplify production planning, and enhance product traceability across your manufacturing operations.…
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